Book-keeping Software - The Book-keepers Forum (UK)

Shamus · Shamus

http://www.book-keepers.org.uk/t62264820/site-ethics/

accountonus · accountonus

Hi Gang, hope everyone is well. Ok as my practice begins to grow. Plus I have begun working for a very large family company (using quickbooks) my main tasks are CIS, PAYE, CT & SA with also doing full accounts for odd client to send to HMRC & CH. Now I would love something that can do them all. I...

retsub35 · retsub35

Hi all, Does anyone know if you can import Sage projects data into Xero when you are setting up a new company in Xero? Thanks Jenny.

Nikole · Nikole

Hi, I'm looking for some software for a client who uses Sage Business Cloud (may be switching back to Sage Professional) where employees can scan and upload receipts for expenses. They are currently entering everything onto excel and Sage so they are looking to really cut back on the amount of time it...

see bee · see bee

Hello, For a research report I would be grateful to hear from those of you (preferably those working in or with SMEs) who have experienced planning and implementing the move to a new software, accounting or otherwise. 1. General comments: was your experience different to expected? If yes, better or...

Leger · Leger

Possibly one for Shaun but when I open VT on one file I am met with a blank background, usually you see a page showing most recent transactions. I can get the page back when I go to display > home page but when you shut VT down and reopen the file it's a blank background again. It's only happening with thi...

Cheshire · Cheshire

pbr · pbr

I Need help and advise to find out what is the widely used software for book-keeper's because i am starting book-keeping work and total confuse which is the best and widely used any suggeson will be apreciate sorry about my grammer thank you in advance

pinkdon · pinkdon

Hi All, It's been a while since I posted but would really appreciate any help. I'm looking for any recommendations due to a hard drive failure on my computer, luckily I have back ups. Previously had Sage Instant 2011 alongside another copy of Sage (V17 I think) as we have two separate restaurants (Lt...

Leger · Leger

If client has done their own bookkeeping should I just ask for receipts for anything that stands out or at random? I recall when I first got thrown into bookkeeping the accountant would come in at the end of the year and spend a couple of hours just checking a few items. The main one I do the bank reconcilia...

Cheshire · Cheshire

https://www.book-keepers.org.uk/t66147561/ciotatt-survey-re-mtd-please-all-take-part-even-if-you-are-n/?page=last#lastPostAnchor

Cheshire · Cheshire

OK brain fart! How do I add the words 'draft' to SAs in taxfiler. Lost the plot!!!!!

ZoesBookkeeping · ZoesBookkeeping

Hi All, I'm still using QuickBooks Pro 2015 Desktop programme for my clients. I have one client who the Accountant files their VAT for me via his bridging software. Am i ok to be using my old QBs programme for another year before I believe it's compulsory to file the VAT digitally? I have tried changing t...

Cheshire · Cheshire

Sorted -- Edited by Cheshire on Monday 23rd of December 2019 07:26:55 PM

Cheshire · Cheshire

Couple of bits 1) Go Cardless set up so that processing is done through the GC bank on QBO. Mostly the process works - funds drop in to the undeposited funds account automatically (auto), then linked to invoice (auto), fee taken (auto), funds transferred from Undeposited funds to Go cardless Bank ...

Cheshire · Cheshire

Hi Client has Sage 50 Accounts Professional version 22 (on a server). They have a few customer/debtor accounts, but mostly use one debtor account styled 'cash account' for invoice production, otherwise their customer list would be pretty huge. Invoice address panel contains cash account - xx...

Cheshire · Cheshire

Just a sense check please. Am HMRC agent. But not listed as agent for a client (running out of time....their fault!) - I can submit returns to HMRC without being listed as their agent via taxfiler. Just checking I have it right. TIA (Not MTD)

NickyW · NickyW

Hello, I am currently using the multi currency version of QBO. I have a few $ accounts and the other accounts are in . My main reports are run in . I have revalued the currency every month. My problem is when I run a Balance Sheet report at the end of each month, my $ accounts bear no relation whatsoever to the...

Cheshire · Cheshire

Hione of my clients used Zervant for free invoicing until today when it seems the access to sending most of his invoicing has been blocked, which appears to relate to them pushing him down the subscription route! The issue has been raised with their tech team, but a response is awaited. The fact tha...

Man66 · Man66

I have a client that I've just taken on. He’s been in business for many years, however he's done everything himself manually up to now using a duplex book. I use Sage and I’m starting his books at 01/01/07. How should I initially setup his books with information from 2006? Thanks. Man66

Topic		Started By	Replies	Views	Last Post
	STICKY: Before Posting (closed) (Preview) http://www.book-keepers.org.uk/t62264820/site-ethics/	Shamus	0	3903	Sat Jun 11 15:09 2016 by Shamus
	Feel like I am spending too much time with the wrong softwares (Preview) Hi Gang, hope everyone is well. Ok as my practice begins to grow. Plus I have begun working for a very large family company (using quickbooks) my main tasks are CIS, PAYE, CT & SA with also doing full accounts for odd client to send to HMRC & CH. Now I would love something that can do them all. I...	accountonus	12	525	Sun Mar 29 20:27 2020 by Lorry10
	Import Sage data into Xero (Preview) Hi all, Does anyone know if you can import Sage projects data into Xero when you are setting up a new company in Xero? Thanks Jenny.	retsub35	0	194	Tue Mar 10 16:44 2020 by retsub35
	Looking for ideas on who to use for scanning receipts (Preview) Hi, I'm looking for some software for a client who uses Sage Business Cloud (may be switching back to Sage Professional) where employees can scan and upload receipts for expenses. They are currently entering everything onto excel and Sage so they are looking to really cut back on the amount of time it...	Nikole	20	1483	Thu Feb 27 14:17 2020 by Cheshire
	Making THE move...how was your experience? ( 1 2 ) (Preview) Hello, For a research report I would be grateful to hear from those of you (preferably those working in or with SMEs) who have experienced planning and implementing the move to a new software, accounting or otherwise. 1. General comments: was your experience different to expected? If yes, better or...	see bee	66	3911	Mon Feb 24 12:49 2020 by Leger
	VT Blank opening screen. (Preview) Possibly one for Shaun but when I open VT on one file I am met with a blank background, usually you see a page showing most recent transactions. I can get the page back when I go to display > home page but when you shut VT down and reopen the file it's a blank background again. It's only happening with thi...	Leger	3	506	Sun Feb 23 23:16 2020 by Leger
	Quickbooks online - anyone having problems getting in? (Preview)	Cheshire	1	249	Mon Feb 17 18:23 2020 by Cheshire
	book-keeping software (Preview) I Need help and advise to find out what is the widely used software for book-keeper's because i am starting book-keeping work and total confuse which is the best and widely used any suggeson will be apreciate sorry about my grammer thank you in advance	pbr	42	5616	Thu Feb 13 13:12 2020 by Shamus
	Restaurant Software Recommendations Please! (Preview) Hi All, It's been a while since I posted but would really appreciate any help. I'm looking for any recommendations due to a hard drive failure on my computer, luckily I have back ups. Previously had Sage Instant 2011 alongside another copy of Sage (V17 I think) as we have two separate restaurants (Lt...	pinkdon	23	2188	Tue Feb 11 13:38 2020 by RuskinF
	Client does bookkeeping - What should I be checking? (Preview) If client has done their own bookkeeping should I just ask for receipts for anything that stands out or at random? I recall when I first got thrown into bookkeeping the accountant would come in at the end of the year and spend a couple of hours just checking a few items. The main one I do the bank reconcilia...	Leger	7	597	Sun Feb 9 11:41 2020 by Cheshire
	Survey re MTD - please ALL readers .......help (Preview) https://www.book-keepers.org.uk/t66147561/ciotatt-survey-re-mtd-please-all-take-part-even-if-you-are-n/?page=last#lastPostAnchor	Cheshire	2	471	Thu Jan 9 10:59 2020 by Cheshire
	Taxfiler (Preview) OK brain fart! How do I add the words 'draft' to SAs in taxfiler. Lost the plot!!!!!	Cheshire	4	527	Sun Jan 5 14:14 2020 by Cheshire
	QuickBooks Pro 2015 Desktop (Preview) Hi All, I'm still using QuickBooks Pro 2015 Desktop programme for my clients. I have one client who the Accountant files their VAT for me via his bridging software. Am i ok to be using my old QBs programme for another year before I believe it's compulsory to file the VAT digitally? I have tried changing t...	ZoesBookkeeping	5	568	Fri Jan 3 14:29 2020 by ZoesBookkeeping
	Panic over (Preview) Sorted -- Edited by Cheshire on Monday 23rd of December 2019 07:26:55 PM	Cheshire	0	376	Mon Dec 23 19:20 2019 by Cheshire
	QuickBooks online and Go cardless (Preview) Couple of bits 1) Go Cardless set up so that processing is done through the GC bank on QBO. Mostly the process works - funds drop in to the undeposited funds account automatically (auto), then linked to invoice (auto), fee taken (auto), funds transferred from Undeposited funds to Go cardless Bank ...	Cheshire	1	444	Tue Dec 17 15:56 2019 by Cheshire
	Extracting data from Sage 50 (Preview) Hi Client has Sage 50 Accounts Professional version 22 (on a server). They have a few customer/debtor accounts, but mostly use *one debtor account styled 'cash account'* for invoice production, otherwise their customer list would be pretty huge. Invoice address panel contains cash account - xx...	Cheshire	4	619	Fri Dec 13 13:26 2019 by Onion4Sage
	Taxfiler (Preview) Just a sense check please. Am HMRC agent. But not listed as agent for a client (running out of time....their fault!) - I can submit returns to HMRC without being listed as their agent via taxfiler. Just checking I have it right. TIA (Not MTD)	Cheshire	5	600	Thu Dec 5 13:38 2019 by Cheshire
	Currency revaluation and Quickbooks (Preview) Hello, I am currently using the multi currency version of QBO. I have a few $ accounts and the other accounts are in . My main reports are run in . I have revalued the currency every month. My problem is when I run a Balance Sheet report at the end of each month, my $ accounts bear no relation whatsoever to the...	NickyW	7	859	Mon Nov 18 17:39 2019 by Cheshire
	Free invoicing software (GDPR compliant) (Preview) Hione of my clients used Zervant for free invoicing until today when it seems the access to sending most of his invoicing has been blocked, which appears to relate to them pushing him down the subscription route! The issue has been raised with their tech team, but a response is awaited. The fact tha...	Cheshire	7	1096	Fri Oct 11 13:14 2019 by Cheshire
	Setting up a new client (Preview) I have a client that I've just taken on. He’s been in business for many years, however he's done everything himself manually up to now using a duplex book. I use Sage and I’m starting his books at 01/01/07. How should I initially setup his books with information from 2006? Thanks. Man66	Man66	7	4087	Thu Sep 26 18:35 2019 by Cheshire
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